• 1 Year Returns: -4.46%
• 3 Year Returns: 5.43%
• 5 Year Returns: 3.92%

• Private Banks | 14.67%
• Pharmaceuticals | 7.29%
• Auto Parts | 6.99%
• Specialized Finance | 6.74%
• Electrical Components & Equipments | 5.35%

• ICICI Bank Limited | 4.43%
• HDFC Bank Limited | 3.38%
• Divi's Laboratories Ltd | 2.76%
• Eternal Limited | 2.68%
• Clearing Corporation of India Ltd | 2.53%

• Equity | 94.72%
• Cash & Equivalents | 2.93%
• Mutual Funds | 1.47%
• ADR & GDR | 0.70%
• Treasury Bills | 0.18%

The alpha ratio for the Axis Large & Mid Cap Fund(IDCW) is 1.51

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Axis Large & Mid Cap Fund(IDCW) is 13.92

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Axis Large & Mid Cap Fund(IDCW) is -0.01

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Axis Large & Mid Cap Fund(IDCW) is -0.00

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.